What you get

The Wholesale and distribution ERP profile adds Wholesale (sales orders, price levels, terms, invoices) and the Warehouse tools (bins, put away, picking, packing, serials).

Step-by-step setup

Administration → Your business → How should the ERP work? Wholesale and distribution.
Administration → Stores: add your warehouse with This is a warehouse (holds stock, supplies stores, no registers).
ERP → Warehouse → Bins → Turn on bins → Add many (aisles × bays × levels), print bin labels.
Catalog → Items → Units (cases, pallets): what each unit holds, its barcode and weight.
ERP → Vendors and items each vendor sells; ERP → Purchasing to buy.
ERP → Wholesale → Price levels: e.g. "Restaurant" 15% off list, with set prices for some items.
Customers → each business customer: House charge account with a credit limit, their price level and payment terms (e.g. Net 30).

Order to cash

Step	Where	Result
Take the order	Wholesale → New order	Prices from the customer's level; lines in units or cases
Confirm	Confirm	Ready for picking
Pick	Warehouse → Picking (one order or a wave)	Walk-order pick list; scan bin, item and serials
Pack and ship	Pack and ship: cartons, weight, tracking, Packing slip	Stock leaves at average cost
Invoice	Invoice to account	Invoice due by the customer's terms
Get paid	Customers → Record → Payment received	Receivable cleared

Orders show Open, Invoiced or Overdue. Going over a credit limit needs Allow going over the customer's credit limit.

Taking orders from other systems

Customers' orders can arrive through the Developer API as draft sales orders (POST /v1/sales-orders), and you can be told when an order is invoiced with the sales_order.invoiced webhook.

Wholesale · Warehouse · Purchasing · Accounting

What you get

Step-by-step setup

Order to cash

Taking orders from other systems

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